BUSINESS
Mahindra Finance: Healthy Q3FY24 performance, with asset quality in focus
Risk-calibrated growth will be key in hitting target RoA
BUSINESS
Cholamandalam Investment: Q3 margin stable on better asset mix
Healthy loan growth, stable margins, and better asset quality improve return ratios
BUSINESS
Marico: Core categories remain subdued
Foods and Premium portfolios to outperform core categories
BUSINESS
Shriram Finance: Merger synergies drive asset growth
Elevated operating and credit cost weighed on Q3 earnings growth.
BUSINESS
Home First Finance: In-line Q3 profit with encouraging loan growth target
Q3 growth momentum continued with stable spreads and asset quality
BUSINESS
Will banks face margin pressure with deposit slackness continuing in Q3?
With asset quality holding up, the key determinant of banks’ profit will be margins and operating efficiency in H2 FY24. In this context, deposit growth trend is very crucial
BUSINESS
Utkarsh Small Finance Bank: After a strong listing, is it still a good bet?
Stable margins, lower credit cost, and operating leverage to support return on assets.
BUSINESS
S. Chand: This publishing stock has a long-term growth imprint
A worthy bet on the education sector with a brand value
BUSINESS
Suryoday Small Finance Bank: Why this stock is for risk-takers
Portfolio diversification, lower credit cost and operating leverage remain key drivers to ROA
BUSINESS
Ethanol rule tweak — Is it a big relief?
The revised allocation of sugarcane for ethanol production is likely to have marginal impact
BUSINESS
India Shelter Finance: Should investors consider this housing finance IPO?
Strong sectoral tailwinds, large under-penetration, and increasing government initiatives augur well for the company
BUSINESS
Ethanol’s importance in powering Aatmanirbhar Bharat
The govt has directed sugar mills and distilleries to halt the use of sugarcane juice/sugar syrup for ethanol production in ethanol supply year 2023-24. Here are the reasons and the benefits.
BUSINESS
The big squeeze: Government curb renders sugar stocks tasteless
The ban on the use of sugarcane juice for ethanol is a double whammy for distilleries grappling with the suspension of rice supply
BUSINESS
Why is Navneet Education in focus despite weak results?
Margin contraction was on account of higher input cost and lower volumes
BUSINESS
Aptus Value: Is it a good time to add this high-growth housing finance player?
Improved earnings and healthy asset growth along with stable asset quality underlined the performance
BUSINESS
Why are paper stocks underperforming?
The paper industry is intrinsically cyclical, influenced by demand-supply dynamics and input costs. Hence, the performance of paper stocks is contingent on earnings growth.
BUSINESS
IREDA: Is this green finance IPO a worthy bet?
The issue will help accelerate renewal energy financing
BUSINESS
Uflex: Is the worst over for this company?
Healthy volume and margin recovery seen in flexible and aseptic packaging businesses. Better numbers expected in the upcoming quarters
BUSINESS
Is there more steam left in the Repco Home Finance stock?
A sharp rise in advances, backed by business model up-gradation. Asset quality and return ratios trending up; undemanding valuation
BUSINESS
Will the Balrampur Chini stock rally last?
Profit soars due to higher crushing and expansion in distillery segment
BUSINESS
Sundaram Finance: Is there more upside to the stock post the sharp rally?
Steady loan book growth in Q2 led by growth across businesses
BUSINESS
Cholamandalam Investment: Why does this richly valued asset financing company deserve attention?
Q2 profit jumps on robust rise in AUM. The significantly under-served mid-market ecosystem is driving the rapid growth in new segments. Given the small base, there is a huge opportunity for above-average growth.
BUSINESS
Aditya Birla Capital: Superior performance in Q2, outlook promising
Robust growth in lending business; other businesses scaling up well
BUSINESS
Triveni Engineering & Industries: Why this sugar stock doesn’t taste sweeter
Sustainable opportunity in ethanol and power transmission businesses, but uncertainty looms on sugar production
